Institutional Ownership Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR). We have compiled data on the 913 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
79
shares
|
$7,607
0.01% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
77
shares
|
$7,415
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
75
shares
|
$7,222
0.01% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
74
shares
|
$7,126
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
74
shares
|
$7,126
0.0% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
74
shares
|
$7,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
67
shares
|
$6,452
0.0% of portfolio
|
Q1 2025
Reduced 38.53%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
61
shares
|
$5,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
58
shares
|
$5,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
57
shares
|
$5,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
57
shares
|
$5,489
0.0% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
56
shares
|
$5,392
0.0% of portfolio
|
Q1 2025
Reduced 71.86%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
55
shares
|
$5,296
0.0% of portfolio
|
Q4 2024
Added 89.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
55
shares
|
$5,296
0.0% of portfolio
|
Q2 2025
Added 2650.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
54
shares
|
$5,200
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
53
shares
|
$5,103
0.0% of portfolio
|
Q4 2024
Reduced 72.4%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
53
shares
|
$5,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
52
shares
|
$5,007
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
51
shares
|
$4,911
0.0% of portfolio
|
Q2 2025
Added 537.5%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$4,718
0.0% of portfolio
|
Q1 2023
Reduced 7.55%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
46
shares
|
$4,429
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
45
shares
|
$4,333
0.0% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
45
shares
|
$4,333
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
44
shares
|
$4,237
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
43
shares
|
$4,140
0.0% of portfolio
|
Q2 2025
New holding
|